Nuclo Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

609 Main St Ste 2500, Houston, Texas, 77...

Phone Number

(281) 857-6435

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Nuclo Wealth

Nuclo Wealth Management is an independent investment consulting firm that offers both discretionary and non-discretionary portfolio management services and investment solutions. The firm aims to fulfill the financial needs of families by providing an institutional and independent advisory model, leveraging over 25 years of experience in managing multi-asset portfolios and complex cross-border wealth structures. Nuclo focuses on personalized and comprehensive service, aligning investment strategies with family governance while emphasizing risk management. Their target clients include families seeking strategic advice and tailored investment solutions.Explore more
Nuclo Wealth's Social MediaPopular SearchesNuclo Wealth LLCNuclo WealthSIC Code 62,628NAICS Code 52,523Show more

Nuclo Wealth Org Chart

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Chief Investment Officer & Chief Executive Of...

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Head of Asset Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nuclo Wealth

<$5M
1-10
Private
-
2021
ES
Emilio SosaChief Investment Officer & CEO
$10.5M
1-10
Private
-
-
Brenda Winslow, Chief Operating Officer & Chief Compliance Officer at Aurelius Family Office
Brenda WinslowChief Operating Officer & Chief Compliance Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2008
MV
Matthew ViveretteCCO, Chief Operating Officer, Research Analyst, and Assistant Portfolio Manager
<$5M
1-10
Private
-
2014
BR
Bradley RinaudoPortfolio Manager
<$5M
1-10
Private
-
1992
PW
Paulette WolfePresident & Chief Operating Officer, Cco
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nuclo Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nuclo Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nuclo Wealth.

Nuclo Wealth Tech Stack

A closer look at the technologies used by Nuclo Wealth

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Frequently Asked Questions Regarding Nuclo Wealth

What is Nuclo Wealth's official website?
Nuclo Wealth's official website is www.nuclowealth.com
What is Nuclo Wealth's Revenue?
Nuclo Wealth's revenue is <$5 Million
What is Nuclo Wealth's SIC code?
Nuclo Wealth's SIC: 62,628
What is Nuclo Wealth's NAICS code?
Nuclo Wealth's NAICS: 52,523
How many employees does Nuclo Wealth have?
Nuclo Wealth has 1-10 employees
What industry does Nuclo Wealth belong to?
Nuclo Wealth is in the industry of: Finance, Securities Trading
What is Nuclo Wealth competition?
Nuclo Wealth top competitors include: Rinaudo Capital, GreenRoomPartners, Aurelius Family Office, Whitegate Investment Counselors
What technology does Nuclo Wealth use?
Some of the popular technologies that Nuclo Wealth uses are: WordPress.org, reCAPTCHA, PHP, Apache HTTP Server
How do I contact Nuclo Wealth?
Nuclo Wealth contact info: Phone number: (281) 857-6435 Website: www.nuclowealth.com
What does Nuclo Wealth do?

Nuclo Wealth Management is an independent investment consulting firm that offers both discretionary and non-discretionary portfolio management services and investment solutions. The firm aims to fulfill the financial needs of families by providing an institutional and independent advisory model, leveraging over 25 years of experience in managing mu... lti-asset portfolios and complex cross-border wealth structures. Nuclo focuses on personalized and comprehensive service, aligning investment strategies with family governance while emphasizing risk management. Their target clients include families seeking strategic advice and tailored investment solutions.Read More

What are Nuclo Wealth social media links?
Nuclo Wealth Linkedin page
Is Nuclo Wealth a public company?
Nuclo Wealth is private company therefore does not currently have an official ticker symbol
See more information about Nuclo Wealth

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